We’ll be making improvements to workflow status options throughout AroFlo. These new enhancements offer greater flexibility for your business and a smoother user experience, thanks to the standardised changes across the entire system.
Our improvements will be introduced throughout:
- Invoices
- Payments
- Purchase orders
- Credit notes
- Supplier quotes
- Menus
Invoices
The current and new invoice statuses are shown in the table below.
We’ll introduce a drop-down Status menu within the Invoice Worksheet and the Save button will also offer the option to set the status.
Payments
We’ll add a new Status drop-down menu to the Add Payments window.
Please note, the default status will be Approved.
Purchase Orders
We’ll introduce a drop-down Status menu within the Purchase Order window and the Save button will also offer the option to set the status.
Find out more on Purchase Orders
Credit Notes
The ServiceTrack Approved screen will allow you to manually process credit notes. The Credit Notes window will also contain a drop-down Status menu at the bottom of the page.
Click for more on Credit Notes
Supplier Quotes
The ServiceTrack Approved screen will allow you to manually process supplier quotes. The Supplier Quote window will also contain a drop-down Status menu at the bottom of the page.
Find out more on Supplier Quotes
Menus
Finally, each menu will be updated to reflect the newly introduced statuses.
Would you like to know more?
For a summary of this information please visit our documentation pages. Alternatively, you call and book in a session with one of our friendly Customer Service team members, or send us a support request via the AroFlo Help menu.
